BEN icon

Franklin Resources
BEN

Overview Fund Activity

553 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-15
Holders Change %
-2.64%
% of All Funds
13.81%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.22%
New
41
Increased
175
Reduced
226
Closed
52
Calls
$122M
Puts
$81.7M
Net Calls
+$40.6M
Net Calls Change
-$22M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
2
Ameriprise
Ameriprise
Minnesota
$150M
3
LCM
Laurion Capital Management
New York
$91.3M
4
APG Asset Management
APG Asset Management
Netherlands
$174M
5
Millennium Management
Millennium Management
New York
$74.7M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$498M
2
State Street
State Street
Massachusetts
$826M
3
Select Equity Group
Select Equity Group
New York
$29.4M
4
Brown Advisory
Brown Advisory
Maryland
$775K
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
476
Barrett Asset Management
New York
$156K -$22.3K -500 -13%
NSIM
477
North Star Investment Management
Illinois
$154K +$154K +3,456 New
SWA
478
Sutton Wealth Advisors
Florida
$135K – – –
BFEC
479
Benjamin F. Edwards & Company
Missouri
$127K +$127K +2,854 New
IA
480
IFP Advisors
Florida
$126K +$6.41K +144 +5%
MCIA
481
Mountain Capital Investment Advisors
Colorado
$122K – – –
MC
482
MRJ Capital
New York
$122K – – –
NAMA
483
Nikko Asset Management Americas
New York
$120K +$120K +2,700 New
WTB
484
Washington Trust Bank
Washington
$119K +$44.5K +1,000 +60%
TRCT
485
Tower Research Capital (TRC)
New York
$115K +$115K +2,583 New
TCM
486
Tradewinds Capital Management
Washington
$86K – – –
GEA
487
Glen Eagle Advisors
New Jersey
$82.8K -$52.6K -1,182 -39%
FPFS
488
First Personal Financial Services
North Carolina
$79K -$4.01K -90 -5%
BL
489
Balentine LLC
Georgia
$71K -$8.52K -192 -11%
VFA
490
Valeo Financial Advisors
Indiana
$71K +$71K +1,600 New
SPIA
491
Steward Partners Investment Advisory
New York
$64K – – –
FAM
492
Fred Alger Management
New York
$62K -$4.57K -103 -7%
AssetMark Inc
493
AssetMark Inc
California
$61K +$1.11K +25 +2%
GS
494
GAM Systematic
United Kingdom
$53K -$689K -15,580 -93%
CAW
495
Cornerstone Advisors (Washington)
Washington
$53K – – –
NFG
496
Next Financial Group
Texas
$49K -$4.01K -89 -8%
SBL
497
Sargent Bickham Lagudis
Colorado
$49K – – –
GBBWRPM
498
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$48K +$176 +4 +0.4%
BWP
499
Baldwin Wealth Partners
Massachusetts
$47K – – –
CFA
500
Carroll Financial Associates
North Carolina
$47K – – –
18 19
20
21 22